Posted by Melanie Bankes on April 30, 2023 | Estate Planning
Over the years, you have made sacrifices, followed a budget, read financial literature, listened to investment podcasts, and followed the advice of financial advisors in order to save money for your retirement. In fact, as of December 31, 2022, data published by the Investment Company Institute (“ICI”) revealed that total U.S. retirement assets were $33.6 trillion…
Read MorePosted by Blackbear Media on April 12, 2023 | Estate Planning
It is no secret that Americans generally live longer and enjoy greater net worth in old age today than they did even just a few generations ago. While this generally good news, we also live in an internet-driven, fraud ridden society that may be difficult for older family members and loved ones to navigate. Options…
Read MorePosted by Melanie Bankes on April 2, 2023 | Estate Planning
April 18th is the last day that you can contribute to an IRA for 2022. Here are the contribution limits that you need to know: For 2022, $6,000, or $7,000 if you are age 50 or older. For 2023, $6,500, or $7,500 if you are age 50 or older.
Read MoreInterview with Eric Reich of Reich Asset Management on 1400AM WOND
Posted by Melanie Bankes on June 30, 2022 | Estate Planning
Top 10 Mistakes that Lead to Estate Litigation…and How to Avoid Them
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